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Principle Wealth Partners’s Verizon VZ Stock Holding History

Principle Wealth Partners’s Portfolio VZ Stock Details VZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.07M Buy
41,186
+508
+1% +$23.5K 0.12% 125
2025
Q4 		$1.66M Sell
40,678
-1,472
-3% -$59.7K 0.09% 137
2025
Q3 		$1.85M Sell
42,150
-3,148
-7% -$136K 0.11% 119
2025
Q2 		$1.96M Sell
45,298
-416
-0.9% -$18K 0.12% 122
2025
Q1 		$2.07M Buy
45,714
+1,761
+4% +$73.3K 0.15% 117
2024
Q4 		$1.76M Buy
43,953
+3,474
+9% +$147K 0.12% 127
2024
Q3 		$1.82M Sell
40,479
-3,701
-8% -$154K 0.13% 128
2024
Q2 		$1.82M Sell
44,180
-8,036
-15% -$324K 0.14% 125
2024
Q1 		$2.19M Sell
52,216
-276
-0.5% -$11.1K 0.17% 116
2023
Q4 		$1.98M Sell
52,492
-31,062
-37% -$1.1M 0.17% 119
2023
Q3 		$2.71M Sell
83,554
-8,503
-9% -$287K 0.27% 91
2023
Q2 		$3.42M Sell
92,057
-7,701
-8% -$285K 0.34% 66
2023
Q1 		$3.88M Buy
99,758
+15,178
+18% +$599K 0.41% 60
2022
Q4 		$3.33M Sell
84,580
-5,736
-6% -$216K 0.38% 67
2022
Q3 		$3.4K Buy
90,316
+8,895
+11% +$396K 0.32% 57
2022
Q2 		$4.13M Sell
81,421
-5,612
-6% -$284K 0.5% 46
2022
Q1 		$4.43M Buy
87,033
+1,299
+2% +$68.8K 0.47% 52
2021
Q4 		$4.46M Sell
85,734
-3,506
-4% -$183K 0.47% 50
2021
Q3 		$4.82M Sell
89,240
-344
-0.4% -$19K 0.56% 35
2021
Q2 		$5.02M Buy
89,584
+8,760
+11% +$503K 0.57% 33
2021
Q1 		$4.7M Buy
80,824
+4,861
+6% +$274K 0.55% 38
2020
Q4 		$4.46M Buy
75,963
+62,413
+461% +$3.71M 0.59% 35
2020
Q3 		$807K Sell
13,550
-1,221
-8% -$70.9K 0.22% 59
2020
Q2 		$814K Sell
14,771
-789
-5% -$44.4K 0.24% 59
2020
Q1 		$836K Sell
15,560
-257
-2% -$14.7K 0.31% 49
2019
Q4 		$971K Sell
15,817
-729
-4% -$44K 0.31% 59
2019
Q3 		$999K Buy
16,546
+7,444
+82% +$429K 0.35% 55
2019
Q2 		$520K Buy
9,102
+1,598
+21% +$92.1K 0.27% 70
2019
Q1 		$444K Buy
7,504
+3,945
+111% +$223K 0.25% 72
2018
Q4 		$202K Buy
+3,559
New +$202K 0.17% 110

Other funds holding VZ

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Principle Wealth Partners's VZ Position: Q1 2026 in Review

Principle Wealth Partners increased its Verizon (VZ) stake by 1.2% in Q1 2026, buying an estimated $23.5K and bringing the position to 41,186 shares worth $2.07M. The position accounts for 0.12% of the portfolio, ranked #125.

Principle Wealth Partners first reported a position in VZ in Q4 2018 and has held it in 30 quarters since. The position peaked at $5.02M in Q2 2021. 3,259 funds tracked by Wall St. Rank hold VZ as of Q1 2026.

  • Principle Wealth Partners held 41,186 shares of Verizon worth $2.07M as of Q1 2026.
  • Principle Wealth Partners bought 508 Verizon shares in Q1 2026, an estimated $23.5K.
  • Verizon made up 0.12% of Principle Wealth Partners's portfolio in Q1 2026, its #125 holding.
  • Principle Wealth Partners first reported a position in Verizon in Q4 2018 and has held it in 30 quarters since.
  • Principle Wealth Partners's Verizon position peaked at $5.02M in Q2 2021.
  • 3,259 funds tracked by Wall St. Rank held Verizon as of Q1 2026.

Based on Principle Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.